Focus Financial Partners Inc.
FOCSDelisted Aug 31, 2023- Industry
- Investment Advice
- SEC CIK
- 0001651052
Focus Financial Partners Inc. was delisted on Aug 31, 2023; its insiders filed their last Form 4 on Sep 1, 2023; 208 institutions reported holding it in 13F filings for Q2 2023, worth $3.88B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in Focus Financial Partners Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
FOCS is no longer listed, so this page shows Q2 2023. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 208
- −21 vs. Q1 2023
- Shares held
- 73.8M
- +2.46M (+3.4%) vs. Q1 2023
- Total value
- $3.88B
- +$154.5M (+4.1%) vs. Q1 2023
- New holders
- 25
- 83 more added
- Sold out
- 46
- 56 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FOCS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 208 | $3.88B |
| Q1 2023 | 230 | $3.72B |
| Q4 2022 | 179 | $2.78B |
| Q3 2022 | 198 | $2.32B |
| Q2 2022 | 203 | $2.52B |
| Q1 2022 | 218 | $3.31B |
| Q4 2021 | 240 | $4.31B |
| Q3 2021 | 212 | $3.46B |
| Q2 2021 | 208 | $3.15B |
| Q1 2021 | 199 | $2.70B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone Point Capital LLC | 16,048,975 | $842.7M | 38.86% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,380,463 | $282.5M | 0.01% | +443,809+9.0% | Added |
| BlackRock Inc. | 3,947,743 | $207.3M | 0.01% | +99,960+2.6% | Added |
| UBS Oconnor LLC | 2,775,549 | $145.7M | 3.08% | +1,407,549+102.9% | Added |
| FIL Ltd | 2,640,399 | $138.6M | 0.16% | +260,399+10.9% | Added |
| HBK Investments L P | 2,411,009 | $126.6M | 4.02% | +1,338,365+124.8% | Added |
| Barclays PLC | 2,240,667 | $117.7M | 0.08% | +2,190,117+4,332.6% | Added |
| Goldman Sachs Group Inc | 2,013,564 | $105.7M | 0.03% | +935,215+86.7% | Added |
| Macquarie Group Ltd | 1,854,141 | $97.4M | 0.11% | −6,794−0.4% | Reduced |
| Magnetar Financial LLC | 1,808,576 | $95.0M | 2.08% | +507,684+39.0% | Added |
| PSquared Asset Management AG | 1,749,906 | $91.9M | 10.82% | +1,749,906 | New |
| Pentwater Capital Management LP | 1,636,360 | $85.9M | 1.08% | +363,114+28.5% | Added |
| Glazer Capital, LLC | 1,459,883 | $76.7M | 5.08% | +376,506+34.8% | Added |
| Omni Event Management Ltd | 1,293,221 | $67.9M | 6.95% | +1,293,221 | New |
| State Street Corp | 1,264,238 | $66.4M | 0.00% | +12,395+1.0% | Added |
| TIG Advisors, LLC | 1,228,158 | $64.5M | 3.88% | +847,014+222.2% | Added |
| Geode Capital Management, LLC | 1,167,610 | $61.3M | 0.01% | +43,672+3.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 973,600 | $51.1M | 0.23% | +550,500+130.1% | Added |
| P Schoenfeld Asset Management LP | 804,709 | $42.3M | 5.74% | +81,090+11.2% | Added |
| Vivaldi Asset Management, LLC | 758,748 | $39.8M | 2.37% | +479,941+172.1% | Added |
| Principal Financial Group Inc | 730,369 | $38.4M | 0.03% | −265,913−26.7% | Reduced |
| Water Island Capital LLC | 670,397 | $35.2M | 3.28% | −20,029−2.9% | Reduced |
| Alpine Associates Management Inc. | 656,100 | $34.5M | 1.55% | +84,100+14.7% | Added |
| Northern Trust Corp | 647,938 | $34.0M | 0.01% | −16,059−2.4% | Reduced |
| Man Group plc | 638,783 | $33.5M | 0.10% | – | – |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 558,461 | $29.3M | 0.64% | 00.0% | Unchanged |
| Millennium Management LLC | 533,933 | $28.0M | 0.03% | +205,345+62.5% | Added |
| WCM Investment Management, LLC | 524,044 | $27.5M | 0.08% | +2,938+0.6% | Added |
| Charles Schwab Investment Management Inc | 518,264 | $27.2M | 0.01% | +1,225+0.2% | Added |
| Citadel Advisors LLC | 504,510 | $26.5M | 0.03% | −17,712−3.4% | Reduced |
| Woodline Partners LP | 502,501 | $26.4M | 0.31% | +309,802+160.8% | Added |
| Picton Mahoney Asset Management | 500,000 | $26.3M | 1.29% | +500,000 | New |
| Melqart Asset Management (UK) Ltd | 497,100 | $26.1M | 2.39% | +497,100 | New |
| Bank of America Corp | 486,373 | $25.5M | 0.00% | +77,140+18.8% | Added |
| Jet Capital Investors L P | 420,000 | $22.1M | 6.98% | +420,000 | New |
| Loomis Sayles & Co L P | 412,435 | $21.7M | 0.03% | −3,813−0.9% | Reduced |
| Alliancebernstein L.P. | 391,758 | $20.6M | 0.01% | +195,026+99.1% | Added |
| Morgan Stanley | 390,614 | $20.5M | 0.00% | −165,043−29.7% | Reduced |
| Bardin Hill Management Partners LP | 381,841 | $20.1M | 5.28% | +34,566+10.0% | Added |
| Highland Capital Management Fund Advisors, L.P. | 376,040 | $19.7M | 2.97% | +310,473+473.5% | Added |
| Gabelli Funds LLC | 373,584 | $19.6M | 0.15% | +91,064+32.2% | Added |
| New York Life Investment Management LLC | 371,946 | $19.5M | 0.20% | +6,559+1.8% | Added |
| Tokio Marine Asset Management Co Ltd | 357,000 | $18.7M | 1.20% | +138,200+63.2% | Added |
| Janus Henderson Group PLC | 352,406 | $18.5M | 0.01% | −142,530−28.8% | Reduced |
| Deutsche Bank AG | 332,228 | $17.4M | 0.01% | +274,571+476.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 326,300 | $17.1M | 2.87% | +127,500+64.1% | Added |
| UBS Group AG | 314,420 | $16.5M | 0.01% | +175,774+126.8% | Added |
| Cassaday & Co Wealth Management LLC | 300,951 | $15.8M | 0.63% | 00.0% | Unchanged |
| Norges Bank | 277,446 | $14.6M | 0.00% | +66,000+31.2% | Added |
| Bank of New York Mellon Corp | 271,266 | $14.2M | 0.00% | −3,135−1.1% | Reduced |
| CNH Partners LLC | 254,119 | $13.3M | 0.58% | −175,893−40.9% | Reduced |
| Qube Research & Technologies Ltd | 232,532 | $12.2M | 0.05% | +6,779+3.0% | Added |
| HSBC Holdings PLC | 231,869 | $12.2M | 0.01% | −11,464−4.7% | Reduced |
| State of Wisconsin Investment Board | 230,509 | $12.1M | 0.03% | +83,225+56.5% | Added |
| Adage Capital Partners GP, L.L.C. | 213,798 | $11.2M | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 171,910 | $9.03M | 0.31% | 00.0% | Unchanged |
| JCP Investment Management, LLC | 168,000 | $8.82M | 7.36% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 161,827 | $8.50M | 0.00% | +1,254+0.8% | Added |
| Marshall Wace, LLP | 155,771 | $8.18M | 0.02% | +31,978+25.8% | Added |
| Ci Investments Inc. | 154,613 | $8.12M | 0.04% | −50,000−24.4% | Reduced |
| JPMorgan Chase & Co | 154,298 | $8.10M | 0.00% | −2,479,798−94.1% | Reduced |
| Chicago Capital Management, LLC | 153,026 | $8.04M | 10.29% | +91,810+150.0% | Added |
| Relative Value Partners Group, LLC | 152,196 | $7.99M | 0.52% | −10,379−6.4% | Reduced |
| Kellner Capital, LLC | 147,500 | $7.75M | 8.90% | +38,000+34.7% | Added |
| NBW Capital LLC | 132,116 | $6.94M | 1.62% | −5,700−4.1% | Reduced |
| Gardner Lewis Asset Management L P | 131,496 | $6.90M | 2.53% | +131,496 | New |
| Swiss National Bank | 129,200 | $6.78M | 0.00% | +1,300+1.0% | Added |
| Prelude Capital Management, LLC | 118,949 | $6.25M | 0.52% | +50,379+73.5% | Added |
| Invesco Ltd. | 112,054 | $5.88M | 0.00% | −401,774−78.2% | Reduced |
| Asset Advisors Investment Management, LLC | 108,000 | $5.67M | 0.72% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 107,289 | $5.64M | 0.00% | −434,303−80.2% | Reduced |
| Credit Suisse AG | 106,946 | $5.62M | 0.01% | −110,679−50.9% | Reduced |
| Alberta Investment Management Corp | 100,000 | $5.25M | 0.05% | +20,000+25.0% | Added |
| Quadrant Private Wealth Management, LLC | 95,718 | $5.03M | 1.46% | −1,000−1.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 90,844 | $4.77M | 0.06% | +48,369+113.9% | Added |
| Ergoteles LLC | 85,693 | $4.50M | 0.22% | −79,301−48.1% | Reduced |
| Rhumbline Advisers | 81,453 | $4.28M | 0.00% | +2,692+3.4% | Added |
| Public Employees Retirement System of Ohio | 78,358 | $4.12M | 0.02% | +77,975+20,359.0% | Added |
| Susquehanna International Group, LLP | 77,332 | $4.06M | 0.01% | +45,034+139.4% | Added |
| Victory Capital Management Inc | 73,697 | $3.87M | 0.00% | −297,025−80.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 73,241 | $3.85M | 0.05% | −45,851−38.5% | Reduced |
| California State Teachers Retirement System | 71,785 | $3.77M | 0.01% | −1,878−2.5% | Reduced |
| Edgestream Partners, L.P. | 70,021 | $3.68M | 0.33% | +70,021 | New |
| Baird Financial Group, Inc. | 69,696 | $3.66M | 0.01% | −1,089−1.5% | Reduced |
| Yakira Capital Management, Inc. | 68,828 | $3.61M | 0.96% | +68,828 | New |
| Wolverine Asset Management LLC | 64,784 | $3.40M | 0.06% | +42,392+189.3% | Added |
| Fiduciary Group LLC | 60,600 | $3.18M | 0.39% | −20,100−24.9% | Reduced |
| UBS Asset Management Americas Inc | 58,514 | $3.04M | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 57,552 | $3.02M | 0.03% | +14,860+34.8% | Added |
| Legal & General Group Plc | 55,812 | $2.93M | 0.00% | +465+0.8% | Added |
| Vestcor Inc | 55,000 | $2.89M | 0.11% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 52,502 | $2.76M | 0.59% | −90,992−63.4% | Reduced |
| Kapitalo Investimentos Ltda | 51,547 | $2.71M | 0.50% | +51,547 | New |
| Carmignac Gestion | 51,069 | $2.68M | 0.05% | +51,069 | New |
| Hoylecohen, LLC | 49,737 | $2.61M | 0.23% | −1,770−3.4% | Reduced |
| Telemus Capital, LLC | 49,616 | $2.61M | 0.22% | 00.0% | Unchanged |
| EHP Funds Inc. | 49,249 | $2.59M | 0.73% | −25,000−33.7% | Reduced |
| Mawer Investment Management Ltd. | 47,597 | $2.50M | 0.01% | +4,037+9.3% | Added |
| State of New Jersey Common Pension Fund D | 46,861 | $2.46M | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 46,000 | $2.42M | 0.00% | +46,000 | New |